I am tasked with our USA folk to only be able to view records within USA.
Currently all records are Global Team and all users are in Global Team.
Beginning with Contacts module as this task relates to Personally Identifiable Information (GDPR here and also anti-trust in usa)
I have a report I can export for all contacts with a country within USA... I can export that and then import it with the addition of Team ID & Team Set ID: this sets my new USA TEAM as Primary, global will remain for each record so rest of world fok can still see USA records - but this is the thin end of the wedge I fear and maybe more regionally visible requirements could follow :-(
That, I thought, would result in USA folk who are only in the USA TEAM being able to see only the USA TEAM contact records.
- BUT - I can only see my test contact record (USA TEAM is primary) with my test user (USA TEAM only) when the test user is assigned to that record. If I assign it someone else and pop them into the USA TEAM then test user still cannot see the record???
- Anything I am missing here?
Thanks in advance - it's quite urgent and a long story! But having spent ages cleaning up a bunch of data ready for this step I am now stuck...
Thank you for any help, Luke.
(Enterprise Cloud v11.0, soon to be 11.1)